Throughout my life, I've experienced a wide range of lessons from a variety of opportunities. When I started a local paper delivery route at age 13, I learned the importance of accountability. When I began working at D&W food stores at age 16, I learned the importance of customer service. When I was responsible for all of my living and college expenses at age 18, I learned the basic fundamentals of finance. These lessons led to an insightful discovery when I invested in my first individual retirement account (IRA) at age 22 and realized the future potential of my meager savings toward my long-term goals. This act of investing eventually led to becoming a financial advisor with Edward Jones and the opportunity to coach and impact others.

Now, more than ever, people recognize that change is constant. That's why establishing a relationship built on trust is imperative to partnering with clients through all life's changes. My branch team support members, Kathryn Bumgardner and Jessie Wiers, help me deliver on providing personalized financial guidance in an effort to exceed expectations. We regularly collaborate with other professionals with whom clients work, including their CPAs, estate attorneys and Medicare and insurance specialists.

Having been born and raised in Grand Rapids, this community helped shape me and continues to be important to me. I am a member of the Economic Club of Grand Rapids. I have taught financial literacy through Junior Achievement. I am an avid supporter of the Grand Rapids Community Foundation, Habitat for Humanity, St. John's Home/DA Blodgett Services, Forest Hills Public Schools and our church. I was named among the 2023 Forbes "Best-in-State Wealth Advisors" ranking for the second consecutive year. (2023 Forbes Best-in-State Wealth Advisors in Michigan, awarded April 2023, research by SHOOK Research, LLC. Data as of June 2022. Compensation provided for using, not obtaining, the rating.)

I've been married to Dawnielle since 1995, and together we have four children, three of whom are in college and one enrolled in Forest Hills Public Schools.

That's enough about me... Please tell me what's most important to you!

Focus areas

  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Mountain Biking
  • Personal Fitness
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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